AA
Apriem Advisors Portfolio holdings
AUM
$941M
This Quarter Return
+8.29%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$522M
AUM Growth
+$522M
(+16%)
Cap. Flow
+$35.8M
Cap. Flow
% of AUM
6.86%
Top 10 Holdings %
Top 10 Hldgs %
58.9%
Holding
145
New
18
Increased
48
Reduced
49
Closed
8
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$25.5M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$19.1M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$5.58M |
| 4 |
3M
MMM
|
$2.65M |
| 5 |
Lowe's Companies
LOW
|
$1.74M |
Top Sells
| 1 |
Eaton
ETN
|
$8.16M |
| 2 |
Exxon Mobil
XOM
|
$5.43M |
| 3 |
Emerson Electric
EMR
|
$3.92M |
| 4 |
Alerian MLP ETF
AMLP
|
$1.15M |
| 5 |
Cohen & Steers Infrastructure Fund
UTF
|
$1.13M |
Sector Composition
| 1 | Technology | 7.98% |
| 2 | Healthcare | 7.78% |
| 3 | Communication Services | 5.83% |
| 4 | Industrials | 5.42% |
| 5 | Consumer Discretionary | 5.41% |
